Trustees’ Annual Report for the period
From 1[st] August 2023 to 31[st] July 2024
Charity name: The Friends of St Hilda’s Church, Ellerburn CIO
Charity registration number: 1190652
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the restoration, preservation, repair, improvement and beautification of the Parish Church of St Hilda’s Church Ellerburn |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The Trustees and volunteers maintained the provided educational displays, promoted the Church and the surrounding Ellerburn valley to the local community and provided information leaflets to all visitors. Educational and entertainment events were organised for the benefit of the local community, especially those less mobile **and isolated. ** |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees complied with the guidance issued by the Charity Commission on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The trustees maintained a public profile for the charity, and offering help and information to all enjoying the church and valley. The trustees have used the period to prepare and promote a programme of works and events, focussing on public displays of the history and ecology of the area surrounding St Hilda’s Church. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity had a closing cash and bank balance of £69,657 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | As a recently formed charity, the trustees propose to increase reserves over the coming years to allow for larger schemes to be completed. These reserves will fund repairs to the fabric of the building and the grounds |
| Amount of reservesheld | Para 1.22 | £70,729.47unrestricted reserves |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | The charity benefitted last year from a substantial legacy from a local estate. This is unrestricted for the use of the charity. Other fund-raising activities are held throughout the year |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Foundation CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Appointed by CIO Trustees |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Friends of St Hilda’s Church EllerburnCIO |
|---|---|
| Other name the charity uses | **N/A ** |
| Registered charity number | **1190652 ** |
| Charity’s principal address | Nutwood, Low Dalby, Pickering YO18 7LT |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Alwyn Dudley- Smith |
||||
| Gillian Denise Garbutt OBE |
||||
| Andrew David John Cowley |
||||
| Elizabeth Cowley | Chair | |||
| Jacqueline Campbell |
||||
| John Wilfred Garbutt |
Treasurer | |||
| Patti Pern | ||||
Corporate trustees – names of the directors at the date the report was approved
Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | **Dates acted if not for whole year ** | |
|---|---|---|
| **N/A ** | ||
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Name of chief executive or names of senior staff members (Optional information) | ||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
| Elizabeth Cowley | ||
Chair |
||
| 16/4/25 | ||
| 16/4/25 |
Friends of St. Hilda's Church, Ellerburn
Treasurers Report & Accounts 1st August 2023 to 31st July 2024
This year has seen us move the fund raising focus from events and activities towards the sale of craft goods and publications both in the Church and elsewhere.
Balance at Bank at 1st August 2023 £ 69,657.47
Income
| Sale of Goods Last Night of Proms 2023 White Christmas Craft Exhibition Total Legacy - R. Booth - Final Bal. Total Income 2023/2024 Balance at Bank 31st July 2024 |
556.57 £ 95.00 £ 30.00 £ 195.00 £ 876.57 £ 195.43 £ £1,072.00 |
70,729.47 £ |
|---|---|---|